Apple Supply Chain

UBS analyst David Vogt has adjusted the price target for Apple Inc. (NASDAQ:AAPL) shares, lowering it from $236 to $210, while retaining a ‘Neutral’ rating. This adjustment has been made in anticipation of widespread tariffs. What Happened: Vogt...

The bullish case for optical component supplier Lumentum Holdings Inc (NASDAQ: LITE) remains unchanged despite Apple Inc. (NASDAQ: AAPL) cautioning investors Wednesday afternoon, according to Raymond James. The Analyst Raymond James' Simon Leopold maintains a Strong Buy rating on Lumentum ...

Shares of Lumentum Holdings Inc (NASDAQ: LITE) plummeted more than 30 percent Monday after revising its guidance lower after an un-named industrial and consumer customer, most likely Apple Inc. (NASDAQ: AAPL), lowered its orders. Here is a summary of how some of the Street's top analysts...

Apple Inc. (NASDAQ: AAPL) shares were down more than 4 percent Monday after key iPhone supplier Lumentum Holdings Inc (NASDAQ: LITE), slashed its guidance. The damage to Lumentum's stock was much worse, with shares hitting a new 52-week low of $37.59 and trading down about 30 percent...

Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM), one of the most tracked Asia-based chip manufacturers, offered investors a poor guidance outlook that had a ripple effect across the technology sector. What Happened Taiwan Semiconductor manufacturers chips for companies like Apple Inc. (...

QUALCOMM, Inc. (NASDAQ: QCOM)'s outlook as a standalone company remains favorable ahead of four potential catalysts that can help support the stock's appreciation, according to Bank of America. The Analyst Bank of America's Tal Liani maintains a Buy rating on Qualcomm's stock with...

Apple Inc. (NASDAQ: AAPL) is reportedly looking to manufacturer its own screens in-house for the first time, but this shouldn't necessarily come as a surprise. The Analyst R.W. Baird's Will Power discussed Apple's outlook during CNBC's "Squawk Box" on Monday...

For the first time ever, Apple Inc. (NASDAQ: AAPL) may be looking to design and produce displays for its devices at a secret manufacturing facility in California, Bloomberg reports. What Happened Apple's secret manufacturing facility is testing screens for use in future devices as part of the...

Qorvo Inc (NASDAQ: QRVO)'s big contract win in early February with Apple Inc. (NASDAQ: AAPL) to supply high and midband power amplifier duplexers in upcoming iPhones prompted Bank of America Merrill Lynch to drop its bearish stance, but the research firm's neutral stance has proven to be...

Apple Inc. (NASDAQ: AAPL) introduced a buy-one-get-one-free promotion earlier this year for its iPhone devices, including the high-end iPhone X. The promotions have had a "limited impact" on lowering iPhone inventories, according to KeyBanc Capital Markets. The Analyst KeyBanc...

The big Apple Inc. (NASDAQ: AAPL) makes big ripples when it drops a new product in the market — and those in the company's inner circle see big returns.  But one research firm said the Apple earnings effect will soon be more discrete and more discriminate, with few winners....

Cirrus Logic, Inc. (NASDAQ: CRUS) disappointed investors on Monday with a revenue-and-EPS miss in its fiscal third-quarter 2018 report and full-year sales guidance below the Street's estimates. The Analyst Needham's Rajvindra Gill downgraded Cirrus Logic's stock rating from Buy to...

Qorvo Inc (NASDAQ: QRVO)'s fiscal third-quarter earnings may have disappointed some investors, but the company's announcement of a significant design win for its integrated power-amp-duplexer, or SuperPAD, in Apple Inc. (NASDAQ: AAPL)'s upcoming iPhone turned one Wall Street analyst...

Lumentum Holdings Inc (NASDAQ: LITE), a provider of optical and photonic products and key Apple Inc. (NASDAQ: AAPL) supplier, will be closely watched by investors amid concerning reports that iPhone demand isn't as strong as expected. The Analyst Morgan Stanley's Meta Marshall upgraded...

Shares of Apple Inc. (NASDAQ: AAPL) were trading lower by more than 2.5 percent ahead of Tuesday's market open after a concerning report from Taiwan's Economic Daily News. What You Need To Know Apple may have lowered its first quarter iPhone sales forecast from 50 million units to 30...